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Jaffetilchin Investment Partners’s iShares US Utilities ETF IDU Stock Holding History

Jaffetilchin Investment Partners’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.26M Buy
10,861
+1
+0% +$114 0.08% 173
2025
Q4 		$1.18M Buy
10,860
+45
+0.4% +$5.03K 0.07% 173
2025
Q3 		$1.2M Buy
10,815
+32
+0.3% +$3.45K 0.07% 168
2025
Q2 		$1.13M Buy
10,783
+46
+0.4% +$4.71K 0.07% 167
2025
Q1 		$1.09M Buy
10,737
+2,238
+26% +$223K 0.08% 168
2024
Q4 		$818K Sell
8,499
-216
-2% -$21.8K 0.06% 181
2024
Q3 		$889K Buy
8,715
+35
+0.4% +$3.31K 0.07% 163
2024
Q2 		$763K Buy
8,680
+27
+0.3% +$2.37K 0.07% 165
2024
Q1 		$731K Buy
8,653
+2,059
+31% +$164K 0.07% 169
2023
Q4 		$527K Buy
6,594
+2,739
+71% +$210K 0.05% 207
2023
Q3 		$284K Buy
3,855
+100
+3% +$8.02K 0.03% 266
2023
Q2 		$307K Sell
3,755
-9
-0.2% -$749 0.03% 280
2023
Q1 		$315K Sell
3,764
-14
-0.4% -$1.17K 0.04% 278
2022
Q4 		$327K Sell
3,778
-26
-0.7% -$2.18K 0.04% 257
2022
Q3 		$309K Sell
3,804
-15
-0.4% -$1.35K 0.04% 242
2022
Q2 		$327K Hold
3,819
– – 0.04% 244
2022
Q1 		$329K Sell
3,819
-23
-0.6% -$1.96K 0.04% 255
2021
Q4 		$340K Hold
3,842
– – 0.03% 262
2021
Q3 		$303K Sell
3,842
-200
-5% -$16.5K 0.03% 272
2021
Q2 		$317K Hold
4,042
– – 0.02% 317
2021
Q1 		$322K Buy
+4,042
New +$311K 0.04% 258

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jaffetilchin Investment Partners's IDU Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares US Utilities ETF (IDU) stake by 0.01% in Q1 2026, buying an estimated $114 and bringing the position to 10,861 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #173.

Jaffetilchin Investment Partners first reported a position in IDU in Q1 2021 and has held it in 21 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • Jaffetilchin Investment Partners held 10,861 shares of iShares US Utilities ETF worth $1.26M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 1 iShares US Utilities ETF share in Q1 2026, an estimated $114.
  • iShares US Utilities ETF made up 0.08% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #173 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares US Utilities ETF in Q1 2021 and has held it in 21 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.